Financial Solutions Advisor - Client & Planning
Listed on 2026-10-08
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Bank of America seeks a financial professional to provide comprehensive advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, referring to business partners based on client needs, and meeting with clients to review goals and recommend products.
The role requires completing licenses and trainings, and may oversee residential mortgage loans subject to SAFE Act registration.
We have an opening for a Financial Solutions Advisor I
- Client Growth & Planning in Holly Springs, NC, United States within Finance, Sales.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Solutions Advisor I
- Client Growth & Planning role in the description above.
We appreciate your interest in this position.
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